Portfolio Diversification
Range
Most Diversified
11 instruments
August 30, 2025
Least Diversified
0 instruments
February 2, 2025
Average
7.8 instruments
Most Consistent Holdings
Top 5
MSFT99.89%
AMZN99.89%
SPYG99.89%
GOOG97.56%
META97.56%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 8, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 28.54% | 15.34% | 99.89% | - |
| Meta (META) | 21.25% | 14.18% | 97.56% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 15.5% | 12.75% | 99.89% | - |
| Microsoft (MSFT) | 8.68% | 9.76% | 99.89% | - |
| Alphabet (GOOG) | 8.53% | 8.9% | 97.56% | - |
 NVIDIA (NVDA) | 6.98% | 16.34% | 65.36% | - |
 Vanguard S&P 500 ETF (VOO) | 5.58% | 12.14% | 93.43% | - |
 Apple (AAPL) | 2.5% | 0% | 79.98% | 3/14/2025 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.47% | 3.2% | 17.58% | - |
 Eli Lilly (LLY) | 0.37% | 3.39% | 14.09% | - |
 SPDR Gold (GLD) | 0.33% | 3.01% | 14.09% | - |
 Vanguard Total International Stock ETF (VXUS) | 0.01% | 0.98% | 2.01% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 22.2% | 25.1% |
| Meta (META) | 13.36% | 18.33% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 15.88% | 14.81% |
| NVIDIA (NVDA) | 10.62% | 11.14% |
| Vanguard S&P 500 ETF (VOO) | 13.38% | 9.88% |
| Alphabet (GOOG) | 10.54% | 9.69% |
| Microsoft (MSFT) | 12.22% | 9.33% |
| Apple (AAPL) | 1.67% | 1.63% |